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Buy-Sell Strategies

Buy-sell strategies for business succession are designed to help business owners plan for future contingency events that may impact their ability to meet their long-term financial goals. A funded buy-sell agreement is an essential planning tool to help enhance the stability and financial value of a closely held business.

Get a Business Continuation proposal - Request for Proposal (DOC) (BB8720)

Benefits of a properly funded buy-sell agreement from Principal:

  • Provide departing owners a market and price for an asset that might otherwise be hard to sell.
  • Permit remaining owners to prevent an unqualified individual from acquiring an interest in the business.
  • Minimize business disruptions resulting from disagreements among owners at various triggering events.
  • Provide assurances to employees, customers, suppliers and creditors that the business will remain strong through owner(s) transitions.
  • Help owners use their business as a source of retirement income. View infographic (PDF) (BB11378).

Get started by reviewing Insurance-Related Best Practices (PDF) (BB11258). Then, learn about the three most common buy-sell options using  Buy-Sell Quick Reference Guide (PDF) (BB9090) – which outlines the three more common buy-sell options: Cross Purchase, Entity Purchase and Wait and See.

View Solutions below for more details about each strategy to choose the one that will be best for your client.

Important Information

This content is designed for use by financial professionals. Consumers may learn more about products and services on principal.com. Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal National and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392.


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